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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Kelly Financial Group LLC
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|---|---|
| CRD # | 136372 |
| SEC # | 801-64528 |
| CIK # | 0001128066, 0001614652 |
| AUM | $387.4 M (2025-04-04) |
| Employees | 11 (36% Investors, 45% Brokers) |
| Phone | 860-258-2600 |
| Address | 100 Great Meadow Road Wethersfield, CT 06109 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.6 | ||
| Microsoft Corp | 5.1 | ||
| ING US Inc | 4.0 | ||
| F&G Annuities & Life Inc | 3.2 | ||
| Amazon Com Inc | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 823 | 196.1 |
| (b) Individuals (high net worth individuals) | 96 | 189.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,063 | 387.4 |
| By Discretionary | ||
| Discretionary | 2,063 | 387.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,063 | 387.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 387.4 | |
| Total | 2,063 | 387.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001128066] | |
| 3 | [0001614652] | |
| 4 | [0001614652] |
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